See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWSQUARE CAPITAL, LLC1 year Filed as: NEWSQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $19,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,656 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,934 | $59,186-12.3% | $76,768-32.3% | $56,287-7.7% |
| Participation rate | 94.2% | 75.2%+19.0pp | 77.0%+17.3pp | 69.9%+24.4pp |
| Annual return | -2.86% | 6.62%-9.5pp | 2.43%-5.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,506 | $1,759+42.5% | $2,485+0.9% | $2,111+18.7% |
| Participant deferral / active EE | $5,516 | $3,255+69.5% | $3,852+43.2% | $3,350+64.7% |
| Admin fee / account holder | $113 | $489-76.8% | $6,675-98.3% | $521-78.2% |